Jerry Taylor

People Helping People with custom solutions to estate and retirement planning, insurance protection, and other personal insurance needs. | Marine Veteran

Role
Financial Advisory Services Specialist i at SECU
Location
Raleigh-Durham-Chapel Hill, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jerry Taylor

As a Regional Insurance Manager at State Employees’ Credit Union (SECU), I am committed…

Experience

  1. Financial Advisory Services Specialist i

    SECU

    Nov 2024 — Present · Chapel Hill, NC, US

Education

  • Strayer University (VA)

    Associate's Degree, Computer Science/Programming

    2000 — 2001

  • University of Phoenix

    Business Management, Business

    2002 — 2004

  • Southwestern University

    Business Administration and Management, General

    2003 — 2003

Skills

  • Customer Service
  • Sales
  • Customer Satisfaction
  • Negotiation
  • Sales Management
  • Health Insurance
  • Affordable Care Act
  • Health Care Reform
  • Life Insurance
  • Supplemental Insurance
  • Health Information Exchange
  • Marketing
  • Training
  • Management
  • Team Building
  • New Business Development
  • Customer Retention
  • Profit
  • Selling
  • Purchasing
  • Account Management
  • Lead Generation
  • Recruiting
  • Team Leadership
  • Business Development
  • B2b
  • Sales Process
  • Logistics
  • Program Management
  • Advertising
  • Cold Calling
  • Insurance
  • Individual Health Insurance

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Jerry Taylor — Financial Advisory Services Specialist i at SECU in Raleigh-Durham-Chapel Hill, NC, US | Unifers